DuPont Decomposition

Why does KAKATCEM earn its ROE?

Breaking down Return on Equity into profitability, efficiency, and leverage.

ROE = Net Margin × Asset Turnover × Equity Multiplier

-6.4% = -14.9% × 0.35 × 1.21

Latest: FY2025

Profitability

Net Margin

-14.9%

-2.9% →-14.9%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.35x

0.45x →0.35x

Revenue per ₹ of assets

Leverage

Equity Multiplier

1.21x

1.51x →1.21x

Assets funded by equity vs debt

Trend Analysis

ROE declined by 4.4 pp over 3 years. Driven by net margin declining (-2.9% → -14.9%), asset turnover declining (0.45x → 0.35x), leverage falling (1.51x → 1.21x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr-0Cr-2.9%0.451.51-1.9%
FY20240Cr-0Cr-0.9%0.441.56-0.6%
FY20250Cr-0Cr-14.9%0.351.21-6.4%

How to read DuPont

  • Rising ROE from margin = pricing power, operational improvement (good)
  • Rising ROE from turnover = better asset utilization (good)
  • Rising ROE from leverage = more debt, amplified risk (caution)
  • Falling ROE across all three = structural deterioration (red flag)

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.

KAKATCEM DuPont Analysis — ROE -6.4% | YieldIQ